Understanding Mutual Fund Share Classes
Funds that offer multi-class shares allow you to select a share class that is best suited to your investment goals. Read more in this Financial Tip.
Applying for Medicaid Benefits
Medicaid benefits are administered by each individual state, so eligibility requirements can vary. Read more in this Insurance Tip.
A New Twist on Your Favorite Game Show
“You’ve just won a brand new car!” But who pays the taxes? Find out in this week’s Tax Tip.
Types of Stocks
Stocks are classified by type, size, cyclicality and location, which helps weed out those unsuitable for your strategy. Learn more in this Financial Tip.
Make Moves Today to Secure 2015 Tax Credits
Bil Lako CFP® explains how you can apply for a Georgia tax credit that also nets you a federal tax deduction! Read the Article in Today’s Marietta Daily Journal
Converting from C Corporation to S Corporation
Consider electing S corporation status if the shareholders want to avoid double taxation on the earnings. Learn more in this Business Tip.
Insuring a New Home During Construction
Consider insuring your home during construction with a policy that escalates coverage as construction progresses. Read all about it in this Insurance Tip.
The Earned Income Tax Credit: The IRS’s Nemesis
The Earned Income Tax Credit: The government wants those who are entitled to the credit to claim it. Learn more in this Tax Tip.
U.S. Stock, Commodity and Option Exchanges
There is much more to “the markets” than the NYSE. Learn more about the many exchanges in the financial marketplace in this week’s Financial Tip.
Benefits Available for Military Personnel
Bil Lako, CFP® explains the many financial benefits available for military personnel to help them reach their goals. Read the Article